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Forget the CMS, Building an
End-to-End DXP

Exploring a true framework solution of a DXP at WP Engine's Digital Breakthrough Conference.

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There is a big opportunity in creating an Open Source DXP (Digital Experience Platform), and we see that as a true framework, including the ability to have options and choices with your solution.

Currently, there are systems out there that are purely SaaS, Software as a Service. Those things are only online and you're limited to the level of innovation and the level of progress that they're doing. And the problem there is even if they're Open Source, the level of support you're going to get is really tied by whomever is using it.  Open Source projects are starting to find ways to protect features. I call that the "SaaSification" of Open Source and it's very dishonest. You don't find it until you get past the marketing materials.

Let's explore building an End-to-End DXP.

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Let Me Tell You A Story…

ABC Television Company came to us and they said, "We have 14 websites. Those 14 websites need to have a central store and a digital asset management system that has 7.5 million images".

Then on top of that, they said two other little details. Number one, each image will have different permissions on all 14 websites. Different sunrise, different sunset, different levels of login. Some press people from LATimes.com can log in and get that high resolutions one, but blogger X can log in and get the low resolutions one.

They also said there's one other little tiny detail. That little tiny detail is, we don't want pages and posts. We don't want articles and fixed content. We have a team of dozens of content editors and during special events, like the Oscars, like the Emmys, we'll bring in a hundred temporary workers so they need to understand the interface. And everybody out there understands the WordPress interface, but we need it in a workflow. That's very bespoke. So when you talk about integrating all those plugins that we saw earlier, that's only one aspect of having choice.

People have all sorts of arguments of why not to use #WordPress, but those are really rooted in the past.
– Karim Marucchi

Takeaways from my talk at WP Engine Summit, 2019

  • In January of 2018, Gartner redefined something new. It's called a DXP, Digital Experience Platform, and there's been a lot of problems with people not fully understanding the meaning or definition of the term.
  • WP Engine has grown into the space of saying it is a complete system for Contact Management, CMS.
  • One thing that's really elevated DXPs and pushed it forward is the European GDP and concerns about data ownership and security. The more places you store or collect data, the more points of open risk you have.
  • A reason to use Open Source is that the licensing fees with the standard installation cost of AEM or Sitecore are going through the roof; you don't have those controls because the total cost of ownership will continue to grow.
  • Building an End-to-End DXP is becoming the solution most requested for growing brands.

Slides From The Talk

Photos From The Talk

Video Transcription

Lisa: Welcome back, everyone. For those of you who are new I'm Lisa Box, Vice President of Strategic Alliances and Partnerships here at WP engine. We've talked a lot about breakthrough experiences and we've done that through thought leadership, our point of view, our product.

Our personal stories that help you grow your business as well as our partners. And personally, when I started with WP engine four and a half years ago, this was new to me. And so I reached out to one of our most strategic partners, who has remained one of our most strategic partners and he was able to really educate me on what the WordPress ecosystem was like what it needed in terms of helping agencies.

And so he is gonna talk about that transformation from WordPress to digital experience in WordPress. He's CEO of Crowd Favorite, one of the largest agencies in WordPress. And I'd like to bring Kareem on stage, come on my dear friend.

Karim: Hi thank you for coming. My name is Karim Marucchi. For those of you who don't know me last month I celebrated my 25th year making websites and in 1994 worked my first website that I worked on as an agency was actually for Nissan motor. Over that time period I always worked with the enterprise, always tried to find the hardest thing that we could do and get into that space for Enterprise clients.

And I had the pleasure and the honor in 2007 to start looking at open source and then by 2010 I met Alex King. For those of you who don't know, Alex King was one of the first people to work on the WordPress project after Matt and Mike, and his contributions to the WordPress ecosystem were incredible.

But another thing that he did incredibly well was he expanded the bounds of what WordPress was doing back in the day. When everybody said WordPress is just a blog, it can't scale. He said, yes, it is, and I'm gonna do that. So I'm very proud today to be at the head of the organization that he founded in bringing some of the best WordPress integrations to the enterprise.

Now, for context of what we're gonna be talking about, this is a very niche vertical. We've heard a lot of incredible things today that work for 85 - 90% of the market. We work in a very small portion of the market, but what we were doing literally seven years ago, today has become standard in the WordPress community.

So we think this is a portence to what's coming and what's interesting about where content management systems are going.

So in January of 2018 Gartner redefined, there's something new. It's called a DXP and there's been a lot of problems and people saying, "I don't understand what that means". And, "Is this a buzz word"?, "Is this a term"? And there's that Ancient Chinese proverb, may you live in exciting times. Is that supposed to be a good thing or is that supposed to be a curse? We like diving into these things, but I wanna call your attention to one word in this. It says integrated software framework.

The use of the word framework is very interesting. As you're going see in a minute over the last 18 months, there's been a lot of movement, both on the CMS quad and the DXP quadrant according to Gartner. And we are very far from having this defined. We don't have enough time for me to explain every single thing on the quadrants and why they moved, but take my word for it. And I'll be happy to have a conversation later about it.

If you take a look at any one of these companies out there, they're moving all over the quadrant. Things are changing. It's very active. And if you look at, the CMS quadrant, you have some of the same players and of the different players you'll notice that one of the players that's up here is an open source platform Aquia. They use DPU a lot. So they're on here, but wait a minute, we don't see WordPress. WordPress shows up on the CMS quadrant as either automatic or WP engine. WP engine has grown into that space of saying it is a complete system for contact management. And I believe WP engine is a platform of the future for where we're going with DXP and this is how we're delivering it today.

So if you notice you have Aquia back there, and the reason why Aquia is back there, in our opinion, is because they've been talking a lot about integrating market. But they're a little bit behind. It's all very bespoke and all very "we'll have to build that custom for you". The reason why we feel we've been delivering already in this other quadrant here is because today we are competing against Sitecore and AEM with things that you wouldn't think would be on the radar.

People have all sorts of arguments of why not to use WordPress, but those are really rooted in the past because where it's been as a product and a platform. So let's look into that a little bit. A DXP, this is up until now how the top enterprise clients have been working and have been dealing with a lot of their data. You'll notice there is content management, there's SAS marketing, automated services. There's legacy enterprise. The enterprise user is sitting in the center there, and it's I gotta touch this over here. I've gotta go over there. I've got it there. A lot of shops here that work with us and some of the other strategic partners spend a lot of time doing API calls and merging this stuff, but really it's just separated.

It's separated, but trying to integrate. So when we said, over the last three years, what's been the progression of trying to tie these things together. If you actually try to tie these things together, you end up with starting to merge them. So it's no longer going out and calling out information in a separate system, but let's bring those systems together.

One thing that's really elevated it and of pushed it forward is everything from the European GDP, to some of the worries about data ownership and security and other things. The more places you have the data, the more points of open risk you have. So this has really been where we're going with the DXP, how to bring these things together.

So why use open source? How come when there's so many systems out there, and they're changing. Some of this is gonna seem sort of 101 to you guys, but seriously, yes, proprietary software. There are lots of systems out there where you just pay a license and they try to be all things to all people. And those licenses can get very expensive.

There are other systems out there that are purely SAS and those things are only online and you're stuck with the level of innovation and the level of progress that they're doing. Something spoken about a little bit less is, for the last 20 years, there's been lots of smaller projects by bespoke agencies or product teams. And the problem there is even if they're open source, the level of support you're going to get is really tied by whomever is using it. And usually that's a very small community. And lastly, something we've been seeing more and is very concerning. Open source projects are starting to find ways to protect features. I call that the "SaSification" of open source and it's very dishonest and you don't find it until you get past the marketing materials.

So we're keeping our eye out on a lot of open source projects that are doing that.  And in conversations, way back from when I first met Jason Cohen until now, it's one of the tenants here at WP engine of how they do not want to be everything. They do not want to expand past that they want to support open source. And that's one of the main reasons why we continue to develop on this platform. We see the opportunity in creating an open source DX, and we see that as a framework, not just the framework in the last definition, but a true framework of being able to have options and choices.

And we're going to dig into some of those choices and how to look at them because as you scale, and as you get past being able to say, I want to use plugin X or plugin Y, those things have effects on each other that get exponentially more complicated as you get more complex in what you're trying to deliver.

Everybody asks about cost. So WordPress has grown up being the cheap alternative. You have marketing agencies, you have Madison avenue that said, "oh my gosh, I can actually spin up a very quick marketing. On WordPress and get it out there quickly". That is true. That is absolutely the case. And when you saw Jason earlier on stage and he was showing you the the blocks that they're bringing into the atomic blocks, that they're bringing into Genesis and the way they're going, that is the future of those marketing sites.

So it's true. That is the basis. But when you get up towards more complex systems, then a reason to use open source is the licensing fees with the standard installation cost of AEM or Sitecore are going through the roof, you don't have those controls because the total cost of ownership will grow and grow.

As you go down that path. You don't have the modular ecosystems with a lot of these platforms where you can say, I want to use this plugin and test something. Even in other open source projects, they don't have the culture of modules or plugins, so everybody tends to do their own. The other thing that's very important to understand is one thing you can do is innovate in a very different way than in the past. It used to be that in software development we would do small tests and minimum viable products. And we'd spend months doing that and then figuring out while we're doing it. How is it going to scale? Even in some of these very large Fortune 50 projects that we do we will test things out using a plugin, an off the shelf plugin, even if we know it won't scale. We will show our clients and ask, "Is this what you were thinking about"?, you don't have that vast ecosystem anywhere else. Then you can actually start deciding how am I going scale that? How am I going to get there? What is that going to look like? And depending on the engineering level of your team, or your partners, that's a very different conversation.

You take all this and you realize you have a massive set of developers out there. One of the largest communities out there as we seen in the past conversations, and they're at all varying levels and you have people who have been in very complex programming languages for years who are saying, "I need to come to WordPress to see what's going on because it's just taking over the internet". And, "I thought it was just simple PHP, but those more complex concepts can come down and we can actually benefit from it". And those of us like Crowd Favorite and 10 Up and Modern Tribe are trying to bring those standards to the WordPress community, to bring not only the scale of being able to get traffic out there, but also the scale of good code and code that's executable across many systems.

Here's a quick example. So for Janus Henderson, who's actually sitting on a WP engine server. They came to us and they said,  "We have massive entries of data from many places. There is no way to actually get all this information in one spot that's off the shelf".

We've looked all over the place. People told us it's going to be seven figures worth of creating our own application. So our team went out there and spent almost three months working with their team and really understanding the problem. They created a series of small tests and little bespoke trials. And over the course of those three months, we are able to find a way to do that. And today the Janus Henderson site is powered by WordPress and yes, it's bringing live information together, not just through APIs, it's doing calculations, it's doing disclosures, it's doing all sorts of complex things with big data that you wouldn't think is possible with Janus Henderson.

And that's on a massive. On a smaller scale we have a client we're very proud of, who I think is here, Victaulic. Victaulic is the cornerstone of the plumbing industry in the United States, and they said, "We don't have a massive budget, but we want to do this and we wanna do that. And we've been told that it is going to be difficult".

Our team worked with them and found a way to actually get that. For the budgets that they had, you don't have that possibility with a AEM or a Sitecore, something out of the box. They say, this is what you can do, period. Or you have to do it completely bespoken custom.

So let's take a look at actually building one. When you look at the feature lists and the marketing materials for DXP, this is what everybody thinks, out there in the marketing world who don't know any better. The reality is if you look at these lists, even on a small scale site, you can get most of these things today by coming to WP engine and getting a mid-size plan and putting in some very well integrated plug-ins out there. But if you're the enterprise and you have some very bespoke needs, really it's about finding the right platform and the right partner. In this case, we've been able to check off every single one of these boxes to get things out there and deliver to clients at that scale. We have websites today that are hosted that migrated off of Sitecore, migrated off of Adobe experience manager to WordPress.

So besides DXP you also have the traditional automated marketing features now. Again, the same thing, WordPress on its own does this. Some of these features you can go to HubSpot and HubSpot will be happy to integrate. They're doing some very interesting things where for their clients, they'll integrate their information into WordPress. For some of our clients, they can't use HubSpot, their data store is so massive that they need something that won't be really scalable with that solution. So they say, "Hey, what can we do"? And the answer is whether it's bespoke off the shelf, you have the options to actually get these things done. And that's different. This is what it looks like.

If you're going to extrapolate by features rather than product names, you can have WordPress, as a core, of a new concept.  An open source DXP. All these features are features that you can get today. That if you go piece by piece on Sitecore or AEM or any one of those other large systems they say, "We're the only ones who can do this, but it's about getting the right support and the right partnership".

Looking at this, you say, how do you do that for ABC television? As an example, they came to us and they said, "we have 14 websites. Those 14 websites need to have a central store, a digital asset management system that has 7.5 million images". Those of you who ever played with WordPress and tried to put in a ton of images into the image library, not gonna work.

Then on top of that, they said two other little details, not important. Number one, each image will have different permissions on all 14 websites, different sunrise, different sunset, different levels of login. Some press people from LAtimes.com can log in and get that high res one, but blogger X can log in and get the low res one.

They also said there's one other little tiny detail. That little tiny detail is we don't want pages and posts. We don't want articles and fixed content. We have a team of dozens of content editors and during special events, like the Oscars, like the Emmys, we'll bring in a hundred temporary workers. So they need to understand the interface. And everybody out there understands the WordPress interface. If you've done anything in content management, but we need it in a workflow. That's very bespoke. So when you talk about integrating all those plugins that we saw earlier, that's only one aspect of having choice.

The other aspect of having choice is that you can actually spend with your agency or with your technical partner to adapt to your workflow in a much more iterative, quick and budget conscious way than you can with some of these systems out there or bespoke systems.

So if you look way over on the right, you'll see a very tall sliver of a page that you can barely see any details. That page represents quite literally an episode of a TV show with all of its associated content, because they needed to be able to manage their digital asset management system that isn't WordPress, but it feels like WordPress, it's still open source. They needed to be able to have a workflow that worked for bringing in these specific people.

How do you do that? So we were able to do that. We were able to make this for them, and we're very proud that it's been live now for four years and it's still going strong.

So we've learned one thing over the last three to four years that we've been really integrating these systems, not just for scale of traffic, not just for scale of usage, but also how to really specialize in going from customizing a WordPress site that's complex to integrating marketing and and content management into what's becoming known as a DXP.

So you're gonna see some of these bullet points. You're gonna say. "Yeah, I see them on the marketing materials of WP engine. I see them on the marketing materials of other hosts". There's a difference. The difference is they have taken what usually you'd say enterprise performance and they've really tuned it.

We have four years of experience specifically with WP engine in making sure that our clients when they have a problem are really taken care of. There's a joke in Crowd Favorite that somewhere in WP engine, there's a dart board with my face on it. And we don't know if it's the engineers or the sales team, because we're always bringing them the hardest problems.

And they've been able to say, you know what, we're gonna give you some engineers. We're gonna figure that out. Let's see what we can do. And we've been pushing them forward. And at the end of the day, maybe it's not sales or engineers, maybe it's a support desk. Tina, if you're in the room, I'm sorry. What ends up happening is we seem to be pushing what's available out there and what would be practically impossible four years ago today?

WP engine is delivering. Why? Because they listen to us. Why? Because they listen to the clients that raised their hand and said, "I need this type of thing". So when I talk about ecosystem integration, they're proving it. What they've done with Genesis framework that might not work for my clients today, but those concepts, plus what we're doing is forging a road of how we're bringing together what is a digital experience platform. So you take what's going on with all these things. You bring it, and if you have the right partner of engineering expertise, you have WP engine and you understand the power on the ecosystem of open source. You really do have something special. I put this up here, not so everybody could try and squint and read, but to give you a concept in thinking about doing a more complex WordPress project or coming into a DXP.

One of the ways you can provide true value to your clients is by understanding the open source products that are out there, understanding which ones scale well, which ones have the best code out there. Because when we talk about DXP in this slide, and this table is taken directly from how we explain it to our clients when we're doing a requirements definition. When we take plugin X, and we say, this is a really good plugin for us. It's a really good plugin not only if it scales, but also if it's adaptable without a lot of work. So to really understand that and really be able to bring your clients some expertise on how to really expand that core without having to do everything bespoke. That's where they get the value of the DXP core. And I can't wait to see over the next year or two what's going on with WP engine and partners like myself and 10Up and Modern Tribe to see what they're actually doing to expand that. And then at the top of what we do, specialized customizations, that's again the part that keeps certain people at WP Engine going, "Karim, please give us a minute".

Last thing. I beg you all, open source will only progress at the rate that we can provide excellent customer service. At Crowd Favorite we say that our clients don't hire us for the code they write, they hire us for the experience they have. This is one of the slides that we use to illustrate. If you come to us with WP Engine, rather than go to one of those one system fits all, you still have one path to success. We have integrated our teams so well that we can do that. So for all of you out there, you don't have to be a strategic partner to do this. Get to know WP Engine, get to know everything about what they can do,  understand what is happening out there in the open source world. Get involved, because the better you can be of consultation, no matter what the size of your project to your client, the more they will say, I can stick with open source and receive those benefits without going to one of those one shop fits all.

Thank you very much. And I'll be available if anybody has any questions.

 

Lisa Just real quick. Does anyone have any questions for Karim? He's worked on some of the most advanced WordPress projects over the past couple of years.
John (audience member) When you were talking about open source alternatives, you talked about so customized frameworks that it essentially becomes people. How do you figure out where to draw the line between I'm on an open source DXP versus I've customized this?
Karim It's a great question by John, which is, where is the line between open source and customized open source? That's a customization, but still compatible and something so bespoke that you might as well write it from scratch. There is no good, true answer, but where we try to fall is, in that table I showed, we always try to stay with basing it on an open source library.

That's there. And if we have to do a customization, the customization, we do basically hooks where we're saying we're gonna use A and B but not C and D. So that the bespoke part is something that as later on a product comes we can actually then integrate. So we're constantly doing that research cause I'm sure your team is too, to see where that lies. Because one last thing, the most important thing about open sources, if you architect it correctly, as things change and you want to move from a page builder to Gutenberg, to atomic blocks, if it's done right in the first place, you don't have to rebuild the entire thing.

These are all very modular.

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